Sr. Consultant – Financial Modeler

Sr. Consultant Financial Modeler

As a Senior Consultant in Wavestones Business Consulting practice you will serve as a trusted business advisor to our clients while leading a variety of business-related engagements. You will have the opportunity to be a hands-on leader gathering and analyzing data exploring innovative solutions making actionable recommendations and communicating with key stakeholders. Your enthusiasm creativity in finding solutions and self-motivation will help our clients achieve their business objectives.

This role provides an opportunity to broaden your leadership skills work across a variety of industries and the opportunity to exercise your entrepreneurial spirit to deliver superior results for our clients.

We are seeking an experienced Financial Modeler to join our growing team and support data-driven decision-making through advanced financial analysis and modeling. The ideal candidate will have a strong background in financial modeling and analysis with a proven ability to deliver actionable insights and strategic recommendations based on financial data. This role requires proficiency in leveraging multiple data sources to develop functional models and reports as well as advanced skills in Excel (or similar spreadsheet tools) and Power BI to perform moderate to complex analyses of capital projects. The successful candidate will also be adept at compiling clear and concise summary reports tailored to both financial and non-financial stakeholders.

Responsibilities

• Analyze structured and unstructured financial data to develop robust financial models and extract meaningful insights and strategic recommendations.
• Leverage financial analysis tools to evaluate portfolio options and provide data-driven advice to clients.
• Build high-quality client-ready spreadsheets and reports using Excel ensuring accuracy and clarity.
• Create and present clear easy-to-understand financial models to support client decision-making.
• Collaborate with a team of financial analysts to support forecasting scenario planning and strategic financial decisions.

• Participate directly in client engagements providing expert insights and ensuring projects run seamlessly from start to finish.
• Lead facilitate and participate in client project meetings while providing a unique point of view from a financial perspective.
• Participate in proposal development and delivery to client organizations.
• Apply expertise by monitoring and identifying project issues mitigating risk and ensuring timely and cost-effective delivery of work.
• Confidently manage project teams deliver structure where there is ambiguity resolve stakeholder resistance and risks and implement the desired outcomes.
• Work closely with diverse teams to deliver results and foster an environment to recognize and reward individual and team achievements.
• Present findings both internally at Wavestone and externally to clients including data acquisition and insights.
• Collaborate with an internal network of skilled consultants to solve client problems and deliver high impact projects.
• Continually evolve and build a knowledge base (emergent trends technologies and approaches) within the area of financial consulting.
• Cultivate and maintain long term relationships with clients to identify collaborative efforts and develop new business engagement opportunities.

Qualifications :

Education

• Bachelors degree in Finance Accounting Mathematics Business or related fields.
• Masters degree preferred.

Required Experience  

• 3 years of experience in financial consulting with a strong emphasis on financial modeling delivering data-driven insights and strategic recommendations to clients across various industries.
• Excellent Excel skills or experience with similar spreadsheet software including the use of charts macros and VBA; experience with Power BI.
• Solid understanding of accounting concepts and financial analysis terminology and best practices
• A keen eye for detail and an ability to sift through large data sets to extract meaningful information.
• Experience in a variety of business projects such as business integration organizational change brand/digital marketing new product launches mergers & acquisitions or system integrations.
• Project management experience leading projects and managing project teams.
• Well-developed financial and business acumen from working in a variety of business functions including supply chain finance operations HR marketing and sales.
• Experience in both Agile and Waterfall project methodologies. Expertise in multiple project management tools.
• Passion for identifying problems and the desire to collaborate with clients in designing and implementing simple solutions in complex and unclear situations.
• Leadership skills and the ability to manage cross-functional project teams. 
• Demonstrated strategic big picture thinking paired with the ability to pivot and deep dive into the details as required.
• Expertise in Microsoft Office products including the ability to develop compelling communication of complex concepts using PowerPoint.
• Excellent time management skills including the ability to work under pressure to meet tight deadlines.
• Confidence and presence to engage directly with clients at the senior leadership level.
• Strong written and oral communications skills including the ability to communicate concisely and clearly with both line and senior management level clients.
• Ability to travel based on client requirements.

Preferred Experience 

• CFA or diploma in financial planning
• Significant FPA experience within a mid to large enterprise

Benefits

• Medical / Dental / Vision coverage
• Health Care FSA and Dependent Care FSA
• Employer Paid disability and life insurance
• Short-term & Long-term Disability
• Term life and AD&D
• Voluntary life insurances
• Critical Illness and Accident insurances
• $50 Technology stipend (monthly)
• 401(k) retirement plan - Traditional 401(k) & Roth 401(k)
• 30 Days of flexible paid time off (accrued monthly)
• Employee Assistance Plan (EAP)
• Paid Parental Leave Policy
• Ability to participate in the company ESOP plan

Additional Information :

Wavestone is an equal opportunity employer. We embrace diversity as a core component of our culture. Our collective success depends heavily on the recruitment and inclusion of qualified professionals regardless of individual characteristics such as race ancestry religion color sex age national origin sexual orientation gender identity disability veterans status or any characteristic protected by law.

Remote Work :

Yes

Employment Type :

Full-time